AUMdb

Matosantos Commercial Corp. Coda Profit Sharing Retirement Plan

Sponsored by Matosantos Commercial Corp. · EIN 660206888 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
98
With balances
136

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $19,308